Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Jan 30, 2026Fund LettersJonathan EdwardsCRL Charles River Laboratories International Health CareLife Sciences Tools & Services Bull New York Stock ExchangeBiotech-Spending, Cro, drug development, Outsourcing, valuation discount
Jan 30, 2026Fund LettersChristopher SmithGE General Electric Company IndustrialsAerospace & Defense Bull New York Stock ExchangeAerospace, aftermarket, Earnings_Revisions, ROIC, Structural_Growth
Jan 30, 2026Fund LettersNicholas D’AgnilloDSHK Drive Shack Inc. Consumer DiscretionaryLeisure Facilities Bull Dubai Financial Marketasset monetization, illiquidity, Optionality, restructuring, Special situations
Jan 30, 2026Fund LettersNicholas D’AgnilloGLFE Green Light Financial Enterprises Consumer DiscretionaryLeisure Facilities Bull Dubai Financial Marketasset monetization, illiquidity, Optionality, restructuring, Special situations
Jan 30, 2026Fund LettersNicholas D’AgnilloHZO MarineMax Inc. Consumer DiscretionaryLeisure Products Bull New York Stock ExchangeAsset backed, Cyclicality, Leisure, Marinas, Real Estate
Jan 30, 2026Fund LettersNicholas D’AgnilloRICK RCI Hospitality Holdings Inc. Consumer DiscretionaryLeisure Facilities Bull NASDAQAsset Coverage, buybacks, cash flow, Governance, Real Estate
Jan 30, 2026Fund LettersNicholas D’AgnilloVOXR Vox Royalty Corp. MaterialsPrecious Metals & Minerals Bull New York Stock Exchangebalance sheet, cash flow, Gold, inflation hedge, royalties
Jan 30, 2026SubstackJapan Investing3186.T Nextage Co., Ltd. RetailUsed Car Retail Neutral Tokyo Stock Exchangefinancial products, gross profit per unit, inventory management, Japan, market conditions, Nextage, retail strategy, store expansion, used car retail, wholesale market
Jan 29, 2026Twitter / X@crux_capital_AAOI Applied Optoelectronics, Inc. Information TechnologyCommunications Equipment Bull NASDAQ1.6T, 800G, Automation, broadband, Capacity, CATV, datacenter, Optics, SiliconPhotonic, SugarLand, Transceivers, Verticalintegration
Jan 29, 2026Twitter / X@MattJMcClintockNKE NIKE, Inc. Consumer DiscretionaryFootwear Bear NYSEAthleticFootwear, China, Distribution, EMEA, Inventory, Layoffs, Margins, Marketing, Promotions, restructuring, Sportswear, WorldCup
Jan 29, 2026Fund LettersMark LandeckerMSFT Microsoft Corp. Information TechnologySystems Software Bear NASDAQAI, cloud, earnings growth, Multiple-Risk, valuation
Jan 29, 2026Fund LettersAaron EdelheitGRUSF Grown Rogue International Inc. Consumer StaplesCannabis Bull Dubai Financial MarketCannabis, Cost leadership, Distressed assets, growth, Indoor-Cultivation
Jan 29, 2026Fund LettersAaron EdelheitGLASF Glass House Brands Inc. Consumer StaplesCannabis Bull Dubai Financial MarketCannabis, consolidation, Cost advantage, Greenhouse, scale
Jan 29, 2026Fund LettersChristian RytherAAP Advance Auto Parts, Inc. Consumer DiscretionaryAutomotive Retail Bull New York Stock ExchangeAuto_Parts, Comps, supply chain, turnaround, valuation
Jan 29, 2026Fund LettersChristian RytherFTRE Fortrea Holdings Inc. Health CareLife Sciences Services Bull NASDAQClinicaltrials, Cro, healthcare, turnaround, valuation
Jan 29, 2026Fund LettersChristian RytherFTDR Frontdoor, Inc. Consumer DiscretionarySpecialty Services Bull NASDAQChurn, Homewarranty, services, turnaround, valuation
Jan 29, 2026Fund LettersChristian RytherGETB LN GetBusy plc Information TechnologyApplication Software Bull New York Stock ExchangeCompetition, insider buying, SaaS, valuation, vertical software
Jan 29, 2026Fund LettersChristian RytherENG GR Siemens Energy AG IndustrialsHeavy Electrical Equipment Bull XetraAi_Demand, Cyclicals, Electrification, Grids, Power Infrastructure
Jan 29, 2026Fund LettersChristian RytherVFC VF Corporation Consumer DiscretionaryApparel Bull New York Stock ExchangeApparel, brands, consumer, turnaround, valuation
Jan 29, 2026Fund LettersAaron SallenACNT Ascent Industries Co. MaterialsSpecialty Chemicals Bull NASDAQdeleveraging, Margins, operating leverage, specialty chemicals, turnaround

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